See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 9-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,021 | $97,757-80.5% | $83,848-77.3% | $135,375-85.9% |
| Participation rate | 29.4% | 80.0%-50.5pp | 76.1%-46.7pp | 82.6%-53.2pp |
| Annual return | -17.71% | 1287.37%-1305.1pp | 850.88%-868.6pp | 519.73%-537.4pp |
| Employer contribution / active EE | $1,138 | $4,222-73.0% | $3,631-68.7% | $4,779-76.2% |
| Participant deferral / active EE | $3,371 | $4,682-28.0% | $4,082-17.4% | $5,609-39.9% |
| Admin fee / account holder | $75 | $6,674-98.9% | $5,478-98.6% | $10,827-99.3% |